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Blogs, Market Wrap

Lower expectations.

Bargain hunting is a constant pursuit. Thats the only way it works. Managing expectations is an art. Mastery over this art determines […]

ithoughtOctober 18, 20141 min read
Blogs, Market Wrap

Believe in the recovery.

The investor’s tool kit – a cool head, adequate liquidity and a strong urge to buy good stocks. Data is increasingly a […]

ithoughtOctober 11, 20141 min read
Blogs, Market Wrap

Raise allocations to financial assets.

Quick edit: A sub $90 pricing for crude oil. Just what the deficit warriors ordered. The trajectory of India’s economic recovery is […]

ithoughtOctober 4, 20141 min read
Blogs, Market Wrap

Time to Calibrate

“The challenge in life is knowing what’s next.”– Walter Schloss. Quick edit: Calibration is not a word often associated with equity investing. […]

ithoughtSeptember 27, 20141 min read
Blogs, Market Wrap

Commodities Crackle.

“What makes the desert beautiful is that somewhere it hides a well.” Invest speak: The commodity super cycle played itself out over […]

ithoughtSeptember 20, 20141 min read
Blogs, Market Wrap

Bet On Growth.

“Success is 20% Skills and 80% strategy.”- Jim Rohn Quick Edit: America’s QE is not just the world’s worry. It is the […]

ithoughtSeptember 20, 20141 min read
Blogs, Market Wrap

Bet on the recovery

The market has a mind of its own. It won’t go down because investors want it to. So what if you missed […]

ithoughtSeptember 6, 20141 min read
Blogs, Market Wrap

Is Your Investing GPS Working

  “Most people never run far enough on their first wind to find out they’ve got a second. -William James” When the […]

ithoughtAugust 30, 20141 min read
Blogs, Market Wrap

Seek Scale

“Discipline is the bridge between goals and accomplishment”- Jim Rohn Investing is a boring business. We need to carry enormous patience along […]

ithoughtAugust 28, 20141 min read
Blogs, Market Wrap

Practice patience

Time, patience & money are the tripods of sensible, intelligent investing. “India’s tryst with destiny” has been a work in progress from […]

ithoughtAugust 16, 20141 min read
Blogs, Market Wrap

Prepare for the Plunge

“If you do not know how to care for money, money will stay away from you.” – Robert Kiyosaki. Investors love the […]

ithoughtAugust 9, 20141 min read
Blogs, Market Wrap

Re-allocate money. Right-size equity book.

It’s a long and winding road from skepticism to euphoria. We are at a time when investor’s are wondering which way different […]

ithoughtAugust 2, 20141 min read
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